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Level 4
April 27, 2021
Question

Canadian Tax forms

  • April 27, 2021
  • 1 reply
  • 1 view

Client received a distribution from a Canadian Insurance Company, named Sun Life. They withheld Canadian tax. Client is a US Resident that has not lived in Canada since 1977. Looking for the instructions and tax form I need to report this distribution to Canada, to determine if we owe additional tax or if a refund is due. 

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1 reply

sjrcpa
Level 15
April 27, 2021

Go to Revenue Canada website.

The more I know the more I don’t know.
nmr12354Author
Level 4
April 27, 2021

That was no help. I have spent the better part of three days just trying to talk to someone at Canada Revenue. I am looking for someone to tell me the publication and the form. I just can't find it  on their website 

JRC
Level 7
April 27, 2021

Sun life has materials available on line that may give you an answer to this.

Most likely you would file as income and report foreign tax paid for a credit against US tax.